[ AgencyS... Reviews ](https://www.g2.com/products/agencysmart/reviews) [ AgencyS... Reviews ](https://www.g2.com/products/agencysmart/reviews) # AgencySmart Features ##### ## Administration (8) Accounting Tracking and reporting various financials Contact Management Storing and organizing client contact information Commissions Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal Sales Tools Organizing sales representatives' pipelines and tracking the sales process Reporting & Dashboards Compiling visual representations of various types of data Payment Processing Processing credit card and bank payments Email Integration Accessing and sending emails via the platform Task Management Assigning tasks to employees in order to organize and track productivity Show More ##### ## Insurance Documentation (4) Claims Management Organizing and processing customers' insurance claims Policy Management Maintaining policy and customer information Invoicing & Receipts Creating and organizing insurance invoices and payment receipts Electronic Signatures Sending electronic documents to clients to sign and return electronically Show More ##### ## Platform Data (3) Platform Search Find important content or files using keywords, metadata, tags, etc. Dashboard Has a centralized dashboard for users to interact with Alerts and Notifications Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise. Show More ##### ## Platform Interoperability (1) Pre-Built Connectors Provides useful pre-defined data connections to important external systems and applications. Show More ##### ## Platform Additional Functionality (3) Cloud Provides a cloud based version of the platform Payment Contains built-in payment processing capabilities or integrates with payment processing software Portal Contains a portal to facilitate third-party or client application access Show More ##### ## Platform Content (1) Automation Automates some or all operation related tasks Show More ##### ## Platform Administration (6) Task Management Assigning tasks to employees in order to organize and track productivity Email Integration Accessing and sending emails via the platform Sales Tools Organizing sales representatives' pipelines and tracking the sales process Commissions Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal Accounting Tracking and reporting various financials Contact Management Storing and organizing client contact information Show More ##### ## Platform Basics (1) Reporting Provides analytics tools that reveal important business metrics and track progress. Show More ##### ## Platform Documentation (3) Electronic Signature Sending electronic documents to clients to sign and return electronically Policy Management Maintaining policy and customer information Claims Management Organizing and processing customers' insurance claims Show More [ ![Momentum AMP, formerly Nowcerts](https://images.g2crowd.com/uploads/product/hd_favicon/7ef58e3a453357e6be2cd50eed2e54f8/momentum-amp-formerly-nowcerts.svg "Momentum AMP, formerly Nowcerts") Sponsored Momentum AMP, formerly Nowcerts 3.8/5 (7) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![NextAgency](https://images.g2crowd.com/uploads/product/hd_favicon/ee298f1a3a01623f2cbba5e76e249c90/nextagency.svg "NextAgency") NextAgency 4.8/5 (37) ](https://www.g2.com/products/nextagency/reviews) [ ![AgencyBloc AMS+](https://images.g2crowd.com/uploads/product/hd_favicon/3b475c1ddd44d0f84a18280fcce0c6a4/agencybloc-ams.svg "AgencyBloc AMS+") AgencyBloc AMS+ 4.7/5 (42) ](https://www.g2.com/products/agencybloc-ams/reviews) [ ![Applied Epic](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic") Applied Epic 4.4/5 (1,559) ](https://www.g2.com/products/applied-epic/reviews) [ View All Alternatives ](https://www.g2.com/products/agencysmart/competitors/alternatives) AgencySmart Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c05f447effdaef5199c74dbf45920e07/agencybloc-ams.png "Product Avatar Image") AgencyBloc AMS+ 4.7/5 (42) [ Compare Now ](https://www.g2.com/compare/agencybloc-ams-vs-agencysmart) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3295a2959ce7864ba9edf0857761c941/nextagency.png "Product Avatar Image") NextAgency 4.8/5 (37) [ Compare Now ](https://www.g2.com/compare/agencysmart-vs-nextagency) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Product Avatar Image") Applied Epic 4.4/5 (1,571) [ Compare Now ](https://www.g2.com/compare/agencysmart-vs-applied-epic) ##### Categories on G2 [ Insurance Agency Management Systems ](https://www.g2.com/categories/insurance-agency-management-systems)[ Life & Health Insurance Agency Management ](https://www.g2.com/categories/life-health-insurance-agency-management)[ Life Insurance Policy Administration Systems ](https://www.g2.com/categories/life-insurance-policy-administration-systems) [ Health Insurance Software ](https://www.g2.com/categories/health-insurance-software) Show More ##### Explore More [ Trading Platforms ](https://www.g2.com/glossary/trading-platforms-definition)[ Leading network monitoring tools for IT managers ](https://www.g2.com/discussions/leading-network-monitoring-tools-for-it-managers)[ Best platform for mobile-friendly online sales ](https://www.g2.com/discussions/best-platform-for-mobile-friendly-online-sales) [ Datasite VDR Assessment ](https://learn.g2.com/is-datasite-a-good-vdr)[ ZoomInfo Competitors ](https://www.g2.com/products/zoominfo/competitors/alternatives)[ Pros and Cons Details ](https://www.g2.com/products/agencysmart/reviews?qs=pros-and-cons) Show More [ Trading Platforms ](https://www.g2.com/glossary/trading-platforms-definition)[ Leading network monitoring tools for IT managers ](https://www.g2.com/discussions/leading-network-monitoring-tools-for-it-managers)[ Best platform for mobile-friendly online sales ](https://www.g2.com/discussions/best-platform-for-mobile-friendly-online-sales) [ Datasite VDR Assessment ](https://learn.g2.com/is-datasite-a-good-vdr)[ ZoomInfo Competitors ](https://www.g2.com/products/zoominfo/competitors/alternatives)[ Pros and Cons Details ](https://www.g2.com/products/agencysmart/reviews?qs=pros-and-cons)